Hi, is there an online video to explain how to do the following: I want to export on excel particular info from invoices. I tried to do so but get an error when trying to set up criteria. i would need in particual cust name date inv # the detail of each line invoiced. tks
Hello, I am in the O/E Invoice entry. i put a criteria of invoices greater than Jan 31. this is the message. thank you
Is this what you are doing?
Is it when you click OK to start the export? are you exporting all the fields from the Invoices, Invoice Details, etc?
Are you exporting to Excel? it's possible that there are too many rows to export.
try limiting the number of fields (there are a lot of fields that are calculated fields that are not really needed in any export).
For each of the tabs, right-click on the field (eg Invoices) and select "unselect all fields".. then click the + next to Invoices and select the fields that you want to export.
Repeat the steps for Invoice_Details, and the other values.
Depending on what you plan to do with the export (are you wanting to import these as new transactions?) then deciding on what fields to select can depend on a number of factors. the basic premise with import is limit the fields to what you would normally enter in a transaction if you were actually manually entering the invoice..
ie.. when you select Customer No in the screen, the program will automatically fill in the customer details such as Account Set, address, terms, etc from the AR Customer record.. so you import only needs to really have the customer number in the file.
Hope this helps.
Regards,
David Crampton
